Help Center

Sales Pipeline Management

* Page referenced in this article: sales pipeline page.

LeadCenter’s sales pipeline helps you manage contacts you are actively working to convert. It gives your team a clear view of where each lead is in your sales process, from a new lead through to becoming a client or being closed.

Contacts in the pipeline appear in the Pipelines section and are organized by stage. Contacts who are not in the pipeline still remain in your Contacts Dashboard. They do not appear in pipeline reports, but their Stage and Closed At history can still remain visible on the contact record.

Removing from the Pipeline

On the contact details page, turn In Pipeline? to No.

When removed from the pipeline:

• The contact no longer appears in pipeline views or pipeline reports
• The contact remains available in the Contacts Dashboard
• The contact’s Stage remains visible on the contact record
• If the contact had reached a closed stage, the Closed At date remains visible on the contact record

Important: This helps preserve pipeline history even after a contact is no longer actively managed in pipeline views.

If your firm removes contacts from the pipeline after they become clients, you can still review their stage history directly from the contact record.

Stage, Closed At, and Client Since on Contact Records

The Stage field is now visible on contact records even when the contact is no longer kept in the pipeline. If the contact reached a closed stage, the Closed At date also remains visible.

LeadCenter also applies the same Client Since date confirmation checks on contacts that were previously available only while working in pipeline-related flows.

Note: The default stage label has been simplified from No Stage (New) to No Stage.

Pipeline Views

The Pipelines menu includes several views to help your team manage leads:

• All — all contacts currently in the pipeline
• New — contacts added to the pipeline that have not been assigned a specific stage yet
• Open — contacts in open stages
• Owned by me — pipeline contacts assigned to you
• Additional pipelines — separate pipelines for different sales processes, if your account uses them

Contact Count in the Filter Bar

The Sales Pipeline now shows the contact count in the filter bar at the top of the page. You will see a small badge in the filter row showing the current result count, such as 10 / 468 contacts.

This makes it easier to see how many contacts match your current search, filters, and page view without scrolling to the bottom of the table.

How It Works

1. Go to the Sales Pipeline.
2. Look at the filter row above the table.
3. The contact count badge appears alongside the sort direction badge and any active filters.
4. When you search, filter, sort, or move between pages, the badge updates automatically.

Important Notes

• The badge appears in the same row as other filter tags.
• When no contacts match your filters, LeadCenter shows the normal empty-state message instead.
• The bottom area still shows pagination controls, but the contact count is now shown at the top in the filter bar.

Actions in the Sales Pipeline

Here is the list of key actions that you can take to manage your Sales Pipeline:

• Engage the lead: You can engage the lead by calling, sending an email or text message, setting appointments, running workflows, sending a financial questionnaire, or sending the secure document portal.
• Add tasks and notes.
• Remove from Pipeline: By removing the contact from Pipeline, that contact will not show in the Pipeline dashboard or Pipeline reports. You can still access that contact from the Contacts Dashboard.
• Delete the contact: If you delete the contact, it will be moved to the Trash folder. You can recover a contact from the trash folder by using Restore in the contact action menu.
• Mark the contact spam: Once you mark a contact as spam, calls and emails from that phone/email will be blocked and automatically placed in the spam folder.
• Merge contact: Merging contacts allows you to combine duplicate contacts into one.
• Bulk update contacts: You can update lead details such as changing stages, assigning owners, changing sources, or running workflows. For bulk updates, select multiple contacts using the checkboxes, then apply your changes using the action buttons at the top of the screen.

Adding and Removing Contacts from the Pipeline

Adding to the Pipeline

On the contact details page, turn In Pipeline? to Yes. When added, the contact starts in the New stage.

Removing from the Pipeline

On the contact details page, turn In Pipeline? to No.

When removed from the pipeline:

• The contact’s current stage is cleared
• The closed date is cleared
• The contact no longer appears in pipeline views or pipeline reports
• The stage field is hidden from the contact details page

Important: If you add the contact back later, they will start again in New. Their stage history may still exist, but their active stage is reset.

The sales dashboard is automatically sorted in descending order by the last contact update. This helps show the most recently updated leads first. You can change the sorting order from the Sort by filter, and the filter bar at the top of the page shows your current result count and active filters.

Tip: To automate engaging with a contact, you can trigger a workflow when a contact is created or updated. Create a new workflow with the trigger Contact Created or Contact Updated. Go to the Workflows page to set it up.

To learn how to configure stages, names, colors, and closed-stage behavior, see Sales Pipeline Stages.